WSJ: Dell's Shrinking Advantage–Going The Way Of Groupon?

The Wall Street Journal's Heard on the Street column takes a look at Dell (DELL) , as the shares fell to a 52-week low earlier today.

The article notes that Dell's build-to-order business model helps keep inventory lean at the same time that its heft allows it to strike deals with suppliers delaying payment. "As long as the company is expanding, operations are a source of cash because the company is getting paid to make products...